Happy to get an upgrade in my title! Our company recognises the effort and hard work for Financial Consultants to upgrade our knowledge in order to do a better job for our clients. The Chartered Financial Consultant certification took me around 2 years over 9 modules from 2015-2016. It laid the foundation and gave me the framework to simplify the Financial Plan that was taught in the module, to transform it into my own unique process in the form of The Clarity Program.
My principle is always to create trust and build long term relationships with my friends and clients. Hence I would like to think in my capacity, we can do a good job for affluent and private clients, if not an even better one. In fact I came across some products recently that were rather sophisticated and being sold to layman, funds being switched from one to another within a short period of time. It was quite astonishing.
In any case, control what you can control. I do what I need to do for my clients to get the best possible outcome for them. Like what I say to my clients or potential clients, the financial planning process is a long journey, it more important for me to create trust and build long term relationships such that I can be there when their needs arises.
Wee Khai, ChFC/S
“Your Journey to Finacial Clarity”
Wee Khai 